DoubleLine Shiller CAPE US Equities ETF
CAPE
39 hedge funds and large institutions have $264M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% more funds holding
Funds holding: 36 → 39 (+3)
4.15% more ownership
Funds ownership: 67.53% → 71.68% (+4.2%)
4% less capital invested
Capital invested by funds: $276M → $264M (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.42M |
| 3 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
+$497K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$491K |
| 5 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Socha Financial Group
Corning,
New York
|
-$49.5M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$2.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 4 |
SG
StoneX Group
New York
|
-$471K |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$359K |
CAPE Hedge Fund Activity: Q4 2024 in Review
39 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Shiller CAPE US Equities ETF (CAPE) for Q4 2024, worth a combined $264M — down 4.3% from $276M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CAPE positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $4.24M. The largest seller was Socha Financial Group, cutting an estimated $49.5M.
- 39 institutional investors held DoubleLine Shiller CAPE US Equities ETF (CAPE) as of Q4 2024, up from 36 in Q3 2024.
- Funds reported $264M of DoubleLine Shiller CAPE US Equities ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
- 7 funds opened new DoubleLine Shiller CAPE US Equities ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest DoubleLine Shiller CAPE US Equities ETF buyer in Q4 2024 was Foundations Investment Advisors, an estimated $4.24M added.
- The largest DoubleLine Shiller CAPE US Equities ETF seller in Q4 2024 was Socha Financial Group, an estimated $49.5M sold.
Based on aggregated 13F filings for Q4 2024.